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| Provider | Service type | Compensation |
|---|---|---|
TIAA3+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $17,405 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,627 | $55,002+70.2% | $59,883+56.3% | $56,287+66.3% |
| Participation rate | 96.3% | 75.9%+20.4pp | 74.7%+21.6pp | 69.9%+26.5pp |
| Annual return | 8.55% | 1.13%+7.4pp | 3.46%+5.1pp | -9.96%+18.5pp |
| Employer contribution / active EE | $1,205 | $2,448-50.8% | $2,722-55.7% | $2,111-42.9% |
| Participant deferral / active EE | $4,355 | $3,121+39.5% | $3,402+28.0% | $3,350+30.0% |
| Admin fee / account holder | $38 | $236-84.1% | $3,591-99.0% | $521-92.8% |